Senior Client Associate
CERTIFIED FINANCIAL PLANNER®
Amy graduated with a major in Finance and a minor in International Business from the University of Central Florida. Her professional career began in the financial services industry. For nine years, she managed the legal, insurance and financial aspects of her family's business of powerboat racing promotion. Amy joined Morgan Stanley in 2005. Amy came to UBS in 2008 as a Registered Client Service Associate. Amy has earned her Certified Financial Planning (CFP®) designation. She lives in Winter Haven with her son Austen.
Education
Credentials
Senior Client Associate
CERTIFIED FINANCIAL PLANNER®
Amy graduated with a major in Finance and a minor in International Business from the University of Central Florida. Her professional career began in the financial services industry. For nine years, she managed the legal, insurance and financial aspects of her family's business of powerboat racing promotion. Amy joined Morgan Stanley in 2005. Amy came to UBS in 2008 as a Registered Client Service Associate. Amy has earned her Certified Financial Planning (CFP®) designation. She lives in Winter Haven with her son Austen.
Education
Credentials
Senior Wealth Strategy Associate
After graduating from Florida Southern College in 1999 with a double major in Computer Information Systems and Finance, Rachel began her career in financial services with Wachovia Securities. After spending 10 years with Wachovia, Rachel moved to UBS in 2008 as a Senior Registered Client Service Associate, Branch Office Administrator, and Branch Technology Liaison. Shortly after beginning treatment for breast cancer in October 2016, Rachel dove into a management position in the capacity of Supervisory Officer where she utilized her critical thinking skills, gregarious personality, and vast product and industry knowledge to assist the firm in managing and reducing risk through proper compliance controls. Beginning January 2020, Rachel is now a member of the Watkins Shell Johnson Wealth Management Group where her focus will be on building relationships, providing world-class customer service, and helping clients understand what is necessary to achieve their financial goals. Rachel is FINRA Series 7, 9, 10, 63, and 65 licensed and also holds Life, Health, Variable Annuity, and Long Term Care licenses.
In her free time, Rachel enjoys bringing a positive outlook and mentoring other ladies suffering through the woes of breast cancer, traveling, golf, watching sports of every kind, getting her hands dirty in her garden, and gourmet cooking. She has previously served as the Teaming Chair for the American Cancer Society's Annual Breast Cancer Walk fundraiser. She is a member of Victory Church in Lakeland, and she and her husband Matt reside in Lakeland, Florida with their rambunctious dog Molly.
Senior Wealth Strategy Associate
After graduating from Florida Southern College in 1999 with a double major in Computer Information Systems and Finance, Rachel began her career in financial services with Wachovia Securities. After spending 10 years with Wachovia, Rachel moved to UBS in 2008 as a Senior Registered Client Service Associate, Branch Office Administrator, and Branch Technology Liaison. Shortly after beginning treatment for breast cancer in October 2016, Rachel dove into a management position in the capacity of Supervisory Officer where she utilized her critical thinking skills, gregarious personality, and vast product and industry knowledge to assist the firm in managing and reducing risk through proper compliance controls. Beginning January 2020, Rachel is now a member of the Watkins Shell Johnson Wealth Management Group where her focus will be on building relationships, providing world-class customer service, and helping clients understand what is necessary to achieve their financial goals. Rachel is FINRA Series 7, 9, 10, 63, and 65 licensed and also holds Life, Health, Variable Annuity, and Long Term Care licenses.
In her free time, Rachel enjoys bringing a positive outlook and mentoring other ladies suffering through the woes of breast cancer, traveling, golf, watching sports of every kind, getting her hands dirty in her garden, and gourmet cooking. She has previously served as the Teaming Chair for the American Cancer Society's Annual Breast Cancer Walk fundraiser. She is a member of Victory Church in Lakeland, and she and her husband Matt reside in Lakeland, Florida with their rambunctious dog Molly.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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